Release Updates

Updates on the latest PYB Releases

Our reformatted Best Practice Sessions begin the first week of June! Please take note of the three separate types of

Firm Admins and Users: We’re updating our Best Practice Sessions to expand access and improve the experience for all users on the platform.

Check out the new features that were released today: Goals And Scorecards QuickBooks Integration Other Features

Propel’s latest feature release, Tags, enables users to create a color-coded organizational system for their Resources and Initiatives. Tutorial Here

A large number of new features and feature updates are being released today. These are organized into permission groups. Individual

We have launched a new feature for Firms’ Demo Sites. While we have built these fictional sites in the past